LNG carrier hit by Iranian attack in Strait of Hormuz
An attack on an LNG carrier in the Strait of Hormuz threatens liquefied natural gas shipping through a major chokepoint.
Source →The trace
How it reaches your house.
Starting from QatarEnergy, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
QatarEnergy (Qatar Energy) →supply upLNG shipping through Strait of Hormuz
A QatarEnergy LNG tanker exiting Hormuz after nearly a three-week pause is direct evidence that QatarEnergy's LNG transit through the chokepoint is resuming, increasing shipment availability.
“QatarEnergy LNG tanker exits Hormuz after nearly three-week pause”
92% confidenceCited →Freeport LNG Development LP →Prices easeQatar LNG shipments resuming through Hormuz should modestly ease LNG market tightness and lower gas-related input costs, but the effect on Freeport is indirect because its feed gas is not routed through the strait.
38% confidenceHop 2
Natural Gas (Roasting Fuel) →supply upResuming LNG shipping through Hormuz directly improves Qatar's export access, increasing the country's natural-gas supply flow.
90% confidenceNatural Gas (Roasting Fuel) →supply upThe first LNG cargo through Hormuz restores Qatari LNG shipment flow, which should increase effective supply available to QatarEnergy.
86% confidenceHop 3
Qatar →supply upThe direct resumption of Qatar's LNG shipping should increase generic natural gas availability from the country.
88% confidenceQatar →supply upNatural Gas (Pipeline-Grade, >95% Methane)
Pipeline-grade methane tied to Qatar's LNG exports should become more available as Hormuz shipping resumes.
84% confidenceQatar →supply upNatural Gas (Haber-Bosch Feedstock and Fuel)
Once Hormuz shipping is back, Qatar's gas feedstock for Haber-Bosch uses becomes more available again.
Hop 4
Natural Gas (Haber-Bosch Feedstock and Fuel) →supply upAmmonia and nitrogen fertilizers
Natural gas is the critical Haber-Bosch feedstock and fuel, so resuming LNG flows should raise ammonia and nitrogen fertilizer availability.
97% confidenceNatural Gas (Pipeline-Grade, >95% Methane) →Stands to benefitQatar directly supplies this gas stream, so the resumption of LNG transit through Hormuz should improve its export volumes and revenue.
92% confidenceNatural Gas (Pipeline-Grade, >95% Methane) →Stands to benefitHop 5
Ammonia and nitrogen fertilizers →supply upNatural Gas (Haber-Bosch Feedstock and Fuel)
Ammonia and nitrogen fertilizer production is highly dependent on natural gas as a critical feedstock and fuel, so resumed LNG transit through Hormuz should improve this input's availability.
88% confidenceYara International ASA →supply upNatural Gas (Haber-Bosch Feedstock and Fuel)
Resumed LNG transit through Hormuz should ease Yara's heavily gas-dependent Haber-Bosch feedstock/fuel supply, increasing availability of this hard-to-substitute input.
81% confidenceElectricity (residential) →supply upPower Generation
Resumed LNG flow eases the fuel constraint behind residential electricity output, so the power-generation step becomes more available and less constrained.
Where it lands
What you buy, and what you own.
Goods you buy
Ammonia and nitrogen fertilizers · Propane (home use) · Electricity (residential) · Medical helium
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